Oracle Talent Management Cloud Release 12. What s New

Transcription

1 Oracle Talent Management Cloud Release 12 What s New

2 TABLE OF CONTENTS REVISION HISTORY... 4 OVERVIEW... 8 RELEASE FEATURE SUMMARY TALENT MANAGEMENT COMMON FEATURES Approval and FYI Notification Personalization Streamlined Navigation Person-Record Keyword Searches in Talent Management Applications HCM Cloud Mobile New My Day Format LEARNING AND DEVELOPMENT LEARNING CLOUD Learning Communities Real -Time Reports Report Inappropriate Content Use YouTube Video Search Approve Learner-Contributed Content Manage Flexfields for Courses Manage Pricing for Catalog Items Manage Learning Communities in Learning Administrator Work Area Manage Learning Initiatives Define Assignment Rules for Courses Manage Learning Request on Catalog Items Assign Learners with New Page Composer Assignment Components Add Withdrawal Reason Code and Comments Learning Administrator Manages Learners Assignments Manage Learning Assignments for Courses Import Learning Data Using HDL Import Learning Content Items Using an API Flexible Security Configuration Manage Pricing for Catalog Items Manage Learning Request on Catalog Items Training Effort Create Activity by Copy Resize Player Manage Flexfields for Offerings Learning Access Control on Catalog Items Reason Code for Changing activity Status of Course Status Representative Added to Approval Rules View Approval Details Manage Value Calls from SCORM Content Content Number for Content Additional Search Parameters on Learners Page Expected Effort Shown In NonCatalog Item Requests Optional Description Field for Assignments and Initiatives Learners from Learners Page

3 Automatic Creation of Assignment Name and Initiative Name Configurable Weblink Content Changed Offering Access Default HCM Cloud Mobile Viewing Offline Learning in Oracle Learning Cloud Authenticating Offline Learning Native Mobile Enhanced Learn Class Player CAREER AND SUCCESSION CAREER DEVELOPMENT Enhanced User Interface for the Explore Roles Tile New Careers of Interest Tile Enhanced Role Page Enhanced Role Search Criteria GOAL MANAGEMENT User Access to a Worker Goals Summary on the Person Spotlight Page Separated Data Role Management for Administrative Users of Goal Management Simplified My Organization Panel Tab Worker Performance Goals Management on the Person Spotlight Page Support for Purging Transient ESS Data PERFORMANCE MANAGEMENT Add Participant Process Simplification PROFILE MANAGEMENT Attachment Support for HCM Data Loader Person-Record Keyword Searches RECRUITING HCM Cloud Mobile Simplified Hiring Manager Experience Additional Capabilities in HCM Mobile Composer TALENT REVIEW AND SUCCESSION MANAGEMENT New Show Details Dialog Ability for Managers to Edit Succession Plan Details Advance Search Option Hidden for Candidate and Member Search Talent Review Submission Process TALENT MANAGEMENT TRANSACTIONAL BUSINESS INTELLIGENCE Enhancements for Learning New Subject Area for Workforce Learning: Workforce Learning Real Time Enhancements for Talent Management New Subject Area for Workforce Talent Review: Talent Review Tasks Real Time Enhanced Subject Area: Goal Alignments Real Time Enhanced Subject Area: Development Goal Overview Real Time Enhanced Subject Area: Performance Task Status Enhanced Subject Area: Person Profile Enhanced Subject Area: Model Profile New Dimension: Performance Document Participant New Dimension: Criticality New Dimension: Review Period New Sample Analyses for Talent

4 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. The new functionality referenced in this document may not be immediately available to you if your organization has chosen not to receive optional monthly updates. Rest assured you will receive the new functionality in the next quarterly update which is required and cumulative. Quarterly updates are applied in February, May, August, and November. As a one-off exception the February 2017 Quarterly update will be applied in March Date Feature Notes 02 FEB 2018 Learning Cloud: Expected Effort Shown In NonCatalog Item Requests 02 FEB 2018 Learning Cloud: Optional Description Field for Assignments and Initiatives 02 FEB 2018 Learning Cloud: Learners from Learners Page 02 FEB 2018 Learning Cloud: Automatic Creation of Assignment Name and Initiative Name 02 FEB 2018 Learning Cloud: Configurable Weblink Content 02 FEB 2018 Learning Cloud: Changed Offering Access Default 02 FEB 2018 Oracle Fusion Goal Management: Support for Purging Transient ESS Data 02 FEB 2018 Learning Cloud: View Approval Details 02 FEB 2018 Learning Cloud: Manage Value Calls from SCORM Content 02 FEB 2018 Learning Cloud: Content Number for Content Delivered new feature in the February quarterly update. Delivered new feature in the February quarterly update. Delivered new feature in the February quarterly update. Delivered new feature in the February quarterly update. Delivered new feature in the February quarterly update. Delivered new feature in the February quarterly update. Delivered new feature in the February quarterly update. Delivered new feature in update 13 (January), which will also be included in the February quarterly update. Delivered new feature in update 13 (January), which will also be included in the February quarterly update. Delivered new feature in update 13 (January), which will also be included in the February quarterly update. 4

5 Date Feature Notes 02 FEB 2018 Learning Cloud: Additional Search Parameters on Learners Page Delivered new feature in update 13 (January), which will also be included in the February 01 DEC 2017 Learning Cloud: Manage Pricing for Catalog Items 01 DEC 2017 Learning Cloud: Manage Learning Request on Catalog Items quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. 01 DEC 2017 Learning Cloud: Training Effort Delivered new feature in update 12 (December), which will also be included in the February quarterly update. 01 DEC 2017 Learning Cloud: Create Activity by Copy Delivered new feature in update 12 (December), which will also be included in the February quarterly update. 01 DEC 2017 Learning Cloud: Resize Player Delivered new feature in update 12 (December), which will also be included in the February quarterly update. 01 DEC 2017 Learning Cloud: Manage Flexfields for Offerings 01 DEC 2017 Learning Cloud: Learning Access Control on Catalog Items 01 DEC 2017 Learning Cloud: Reason Code for Changing Status of Course or Activity 01 DEC 2017 Learning Cloud: Representative Added to Approval Rules Delivered new feature in update 12 (December), which will also be included in the February quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. Delivered new feature in update 12 (December), which will also be included in the February quarterly update. The following features are included in the November Quarterly update. 01 DEC 2017 Learning Cloud: Import Learning Data Using HDL Updated documentation of feature in update 9 (September), which was in the November Quarterly. 06 OCT 2017 Oracle Fusion Performance Delivered new feature in update 5

6 Date Feature Notes Management: Add Participant 10 (October), which will also be Process Simplification included in the November 06 OCT 2017 Learning Cloud/ HCM Cloud Mobile: Enhanced Learn Class Player 01 SEP 2017 Learning Cloud/ HCM Cloud Mobile: Native Mobile 01 SEP 2017 Learning Cloud: Report Inappropriate Content 01 SEP 2017 Learning Cloud: Use YouTube Video Search 01 SEP 2017 Learning Cloud: Approve Learner-Contributed Content 01 SEP 2017 Learning Cloud: Manage Flexfields for Courses 01 SEP 2017 Learning Cloud: Manage Pricing for Catalog Items 01 SEP 2017 Learning Cloud: Manage Learning Communities in Learning Administrator Work Area 01 SEP 2017 Learning Cloud: Manage Learning Initiatives 01 SEP 2017 Learning Cloud: Define Assignment Rules for Courses 01 SEP 2017 Learning Cloud: Manage Learning Request on Catalog Items quarterly update. Delivered new feature in update 10 (October), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November 6

7 Date Feature Notes quarterly update. 01 SEP 2017 Learning Cloud: Assign Learners with New Page Composer Assignment Components Delivered new feature in update 9 (September), which will also be included in the November quarterly update. 01 SEP 2017 Learning Cloud: Add Withdrawal Reason Code and Comments 01 SEP 2017 Learning Cloud: Learning Administrator Manages Learners Assignments 01 SEP 2017 Learning Cloud: Manage Learning Assignments for Courses 01 SEP 2017 Learning Cloud: Import Learning Data Using HDL 01 SEP 2017 Learning Cloud: Import Learning Content Items Using an API 01 SEP 2017 Learning Cloud: Flexible Security Configuration The following features are included in the May Quarterly update. 05 MAY 2017 Oracle Fusion Talent Review Succession Management: Talent Review Submission Process 05 MAY 2017 Learning Cloud/ HCM Cloud Mobile: Viewing Offline Learning in Oracle Learning Cloud 05 MAY 2017 Learning Cloud/ HCM Cloud Mobile: Authenticating Offline Learning 05 MAY 2017 Talent Common/ HCM Cloud Mobile: New My Day Format 05 MAY 2017 Recruiting/ HCM Cloud Mobile: Simplified Hiring Manager Experience 05 MAY 2017 Recruiting/ HCM Cloud Mobile: Additional Capabilities in HCM Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in update 9 (September), which will also be included in the November quarterly update. Delivered new feature in the May quarterly update. Delivered new feature in the May quarterly update. Delivered new feature in the May quarterly update. Delivered new feature in the May quarterly update. Delivered new feature in the May quarterly update. Delivered new feature in the May quarterly update. 7

8 Date Feature Notes Mobile Composer 05 MAY 2017 Oracle Fusion Goal Management: Worker Performance Goals Management on the Person Spotlight Page Delivered new feature in the May quarterly update. 14 FEB 2017 All Oracle Fusion HCM Applications: Streamlined Navigation 14 FEB 2017 Oracle Fusion Talent Review Succession Management: New Show Details Dialog 14 FEB 2017 Oracle Fusion Talent Review Succession Management: Ability for Managers to Edit Succession Plan Details 14 FEB 2017 Oracle Fusion Talent Review Succession Management: Advance Search Option Hidden for Candidate and Member Search 14 FEB 2017 Oracle Fusion Talent Management: Person-Record Keyword Searches in Talent Management Applications 14 FEB 2017 Oracle Fusion Goal Management: User Access to a Worker Goals Summary on the Person Spotlight Page 14 FEB 2017 Oracle Fusion Goal Management: Separated Data Role Management for Administrative Users of Goal Management 14 FEB 2017 Oracle Fusion Goal Management: Simplified My Organization Panel Tab 14 FEB 2017 Oracle Fusion Goal Management: Person-Record Keyword Searches Delivered new feature in update 1 (February), which will also be included in the March quarterly update. Delivered new feature in update 1 (February), which will also be included in the March quarterly update. Delivered new feature in update 1 (February), which will also be included in the March quarterly update. Delivered new feature in update 1 (February), which will also be included in the March quarterly update. Delivered new feature in update 1 (February), which will also be included in the March quarterly update. Feature was included in the base release, however just made a documentation adjustment. Document update. Revised feature description. Document update. Revised feature description. Document update. Revised feature description. 17 JAN 2017 Initial Document Creation OVERVIEW 8

9 This guide outlines the information you need to know about new or improved functionality in Oracle HCM Cloud Release 12. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. Oracle HCM Cloud release documents are delivered in five functional groupings: Suggested Reading for all HCM Products: HCM Cloud Common Features (This document pertains to all HCM applications. It is the base human resource information for all products and HCM Tools.) Global Human Resources Cloud (Global Human Resources contains the base application in which other application use for common data such as workforce structures and person information. Regardless of what products you have implemented you may want to see the new features for Global Human Resources that could impact your products.) NOTE: Not all Global Human Resource features are available for Talent and Compensation products. Optional Reading for HCM Products (Depending on what products are in your cloud service): Talent Management Cloud (All Talent applications) Workforce Rewards Cloud (Compensation, Benefits, Payroll and Global Payroll Interface) Workforce Management Cloud (Absence Management and Time and Labor) Additional Optional Reading: Common Technologies and User Experience (This documents the common features across all Cloud applications and is not specific to HCM) NOTE: All of these documents can be found on the Oracle Help Center at: under Human Capital Management Release Readiness. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. Indicate you are inquiring or providing feedback regarding the Talent Management Cloud What s New for Release 11 in the body or title of the . 9

10 RELEASE FEATURE SUMMARY Some of the new Release 12 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle. The table below offers a quick view of the actions required to enable each of the Release 12 features. Feature Talent Common Features Approval and FYI Notification Personalization Streamlined Navigation Person-Record Keyword Searches in Talent Management Applications New My Day Format Automatically Available Action Required to Enable Feature End User Action Administrator Required Action Required Oracle Service Request Required Learning Cloud Learning Communities Real Time Reports Report Inappropriate Content Use YouTube Video Search Approve Learner-Contributed Content Manage Flexfields for Courses Manage Pricing for Catalog Items Manage Learning Communities in Learning Administrator Work Area Manage Learning Initiatives Define Assignment Rules for Courses Manage Learning Request on Catalog Items Assign Learners with New Page Composer Assignment Components Add Withdrawal Reason Code and Comments Learning Administrator Manages Learners Assignments Manage Learning Assignments for Courses 10

11 Import Learning Data Using HDL Import Learning Content Items Using an API Flexible Security Configuration Manage Pricing for Catalog Items Manage Learning Request on Catalog Items Training Effort Create Activity by Copy Resize Player Manage Flexfields for Offerings Learning Access Control on Catalog items Reason Code for Changing Status of Course or Activity Representative Added to Approval Rules View Approval Details Manage Value Calls from SCORM Content Content Number for Content Additional Search Parameters on Learners Page Expected Effort Shown In NonCatalog Item Requests Optional Description Field for Assignments and Initiatives Learners from Learners Page Automatic Creation of Assignment Name and Initiative Name Configurable Weblink Content Changed Offering Access Default Mobile - Viewing Offline Learning in Oracle Learning Cloud Mobile -Authenticating Offline Learning Mobile -Native Mobile Mobile - Enhanced Learn Class Player Career Development Enhanced User Interface for the Explore Roles Tile 11

12 New Careers Of Interest Tile Enhanced Role Page Enhanced Role Search Criteria Goal Management User Access to a Worker Goals Summary on the Person Spotlight Page Separated Data Role Management for Administrative users of Goal Management Simplified My Organization Panel Tab Worker Performance Goals Management on the Person Spotlight Page Support for Purging Transient ESS Data Performance Management Add Participant Process Simplification Profile Management Attachment Support for HCM Data Loader Person-Record Keyword Searches Recruiting Simplified Hiring Manager Experience Additional Capabilities in HCM Mobile Composer Oracle Fusion Talent Review Succession Management New Show Details Dialog Ability for Managers to Edit Succession Plan Details Advance Search Option Hidden for Candidate and Member Search Talent Review Submission Process Transactional Business Intelligence New Subject Area for Workforce Learning: Workforce Learning Real Time New Subject Area for Workforce Talent Review: Talent Review Tasks Real Time Enhanced Subject Area: Goal Alignments Real Time Enhanced Subject Area: Development Goal Overview Real Time Enhanced Subject Area: Performance Task Status 12

13 Enhanced Subject Area: Person Profile Enhanced Subject Area: Model Profile New Dimension: Performance Document Participant New Dimension: Criticality New Dimension: Review Period New Sample Analyses for Talent 13

14 TALENT MANAGEMENT COMMON FEATURES Features under this section are available to all talent applications. APPROVAL AND FYI NOTIFICATION PERSONALIZATION As a Human Resources Administrator, you can now personalize talent notifications. Personalizing Notifications Using the Oracle Page Composer, you can selectively show and hide various components of the notification, including fields, labels and regions. Display Options You can edit labels, color, and the page layout. 14

15 Content Style Options You can also add custom text and external links to the page. STREAMLINED NAVIGATION To simplify navigation for users and encourage usage of new user interface components, our delivered menu structures are changing. The following menu items are moved from the Navigator and springboard to the simplified navigation: Directory > Person Gallery About Me > My Portrait About Me > Talent Profile New menu items available are: About Me > Skills and Qualifications About Me > Career Planning Beginning with release 7, Oracle HCM Cloud has delivered enhanced pages and navigation to replace functionality available within the Person Gallery work area and the portrait pages. The new Directory provides a robust search and an updated organization chart, replacing similar features which were available from Person Gallery. You can access additional worker details from the 15

16 View More Details icon in the card view. The expanded card shows the same information available in the person Smart Navigation. The expanded card contains an additional subtab that includes the direct reports of the person you are viewing. Actions previously available from Person Gallery are easily accessible from the Actions menu in Smart Navigation. Actions Available from Smart Navigation Worker details previously available from the Portrait pages are consolidated in the new feature, Person Spotlight. You can access Person Spotlight by clicking the name of a person in Directory, Smart Navigation, My Team, Team Talent, and Team Compensation pages. Person Spotlight includes the following tabs: Public Information Employment Details Skills and Qualifications Career Planning Goals Performance Succession Planning Compensation 16

17 Documents Person Spotlight Additional private details available such as addresses, payslips, benefit enrollments, compensation, and documents are available from About Me > Personal Information. 17

18 Personal Information 18

19 The following table details recommended navigation for information previously available on Portrait cards. Portrait Card Replacement Manager Navigation Replacement Worker Navigation Activities and Interests Person Spotlight > <Person Name>: Directory > Person Spotlight > Public Person Public Information Availability Manager Dashboard > Worker About Me > Time > Calendar Availability Time Management > Manage Planned Schedule For more information, see the Role Information section in this document. Benefits N/A About Me > Personal Information > Benefits Career Planning Person Spotlight > Career Planning About Me > Career Planning Contact Information Person Spotlight > Public Person About Me > Personal Information > My Details Smart Navigation > Information Compensation Person Spotlight > Compensation My Team > Team Compensation About Me > Personal Information > Compensation Development and Growth Person Spotlight > Skills and Qualifications Person Spotlight > Goals My Team > Career Development My Team > Goals About Me > Skills and Qualifications About Me > Goals About Me > Career Development Employment Person Spotlight > Employment About Me > Personal Information > Employment Experience and Qualifications Person Spotlight > Skills and Qualifications Person Spotlight > Career Planning Person Spotlight > Performance About Me > Skills and Qualifications About Me > Career Planning About Me > Career Development Payroll N/A About Me > Personal Information > Payroll Personal Information N/A About Me > Personal Information > My Details User Account Details My Team > Manage Users About Me > My Account 19

20 ROLE INFORMATION The following table provides a summarized list of security privileges that grant access to Person Spotlight tabs and related navigation. Additional information about security changes for release 12 is available in the Upgrade Guide for Oracle HCM Cloud Release 12. The New in Release 12 column identifies privileges that were newly added in Release 12. Tab Required Role or Aggregate Privilege New Details Public Person Access Person Gallery Grants access to the Public Person page Career Planning View Person Career Planning Edit Person Career Planning Yes View privilege grants access to the Career Planning page Edit privilege provides access to Edit button on page Compensation View Compensation Details for Worker Grants access to the Compensation page Employment Information Documents View Employment Information Summary Manage Person Documentation Person Management Manage Person Documentation by Worker Human Resource Analyst Person View Grants access to the Employment Information page Grants access to Manage Document Records page for line managers and HR specialists Grants access to Manage Document Records page for employees and contingent workers Grants access to View Document Records page for page HR analysts Goals Manage Performance Goal by Worker Yes Grants access to Goals page for employees and contingent workers Manage Performance Goal by Manager Yes Grants access to Goals page for line managers Manage Performance Goal by HR Yes Grants access to Goals page for HR specialists Performance View Performance Summary Yes Grants access to Performance Summary page Skills and Qualifications Time Management > Manage Planned Schedule TIPS AND CONSIDERATIONS View Person Skills and Qualifications Edit Person Skills and Qualifications Time and Labor Manager Yes View privilege grants access to Skills and Qualifications page Edit privilege provides access to Edit button on page Grants access to both view and manage a worker s availability For customers who require a period of transition to the new navigation structure, access to Person Gallery and My Portrait can be configured through the Structure administration tool. Select the Create Page Entry. 20

21 Create Page Entry Enter the following information for each menu item. Name Person Gallery My Portrait Category Directory About Me Link Type Application Page Application Page Focus View ID /PersonGallery /MyPortrait Web Application hcmcore hcmcore Secured Resource Name oracle.apps.hcm.people.gallery.ui.page.peoplegal lerypagedef Application Stripe hcm hcm oracle.apps.hcm.people.portrait.ui.page.myportraitp agedef Support for Person Gallery and My Portrait will be deprecated in the release following Release 12. If you have configured the Person Gallery pages, you should review each of the replacement navigation pages above to include similar configurations. KEY RESOURCES For more information, go to Applications Help for the following guides and topic: Person Spotlight: Explained 21

22 PERSON-RECORD KEYWORD SEARCHES IN TALENT MANAGEMENT APPLICATIONS You can now ensure consistency with person searches across Talent Management applications and improved application performance for regular searches. Person searches in Talent Management applications use the same keyword search engine used by the Person Management work area. The following Oracle Fusion Talent Management applications use the new search engine: Career Development Goal Management Performance Management Succession Management Talent Review These applications no longer automatically append every person keyword search with %, with the exception of two person searches in Talent Review. By automatically appending the %, the search included the CONTAINS clause. Therefore, the search results included all person names that contained the search term. Now, all Talent Management applications search for the specific text only when you manually append the search term with the percent sign, % (without quote signs), the application search will include the CONTAINS clause. Talent Review, however, has two exceptions to the person search: when using the Find Worker action from the dashboard, and adding an associated worker to a task. In both cases, search is limited to the reviewees in the current review population for the meeting. TIPS AND CONSIDERATIONS The following table shows the person keyword exceptions and record keyword searches in Talent Review that use the same search engine as the Person Management work area. Task Search Page or Dialog Box Navigation Find Worker Search and Select: Name Select Find Worker on the Talent Review dashboard, then in the Name field on the Find Worker dialog box, click Search Add Associated Worker to a task Search and Select: Associated Worker On the Manage Notes and Tasks page, in the Tasks section, in the Associated Worker field, click Search. 22

23 KEY RESOURCES For more information, go to Applications Help for the following topic: Person-Record Keyword Searches: Explained HCM CLOUD MOBILE NEW MY DAY FORMAT With My Day you are now notified of upcoming meetings and events. You can also view corporate announcements and Talent Ticker spotlights for employment milestones and important dates. KEY RESOURCES For additional information see Application Help for the following topic: Setting Up Your Calendar on Your Mobile Device: Explained 23

24 LEARNING AND DEVELOPMENT LEARNING CLOUD Oracle Learning Cloud enables you to make a transformational shift in learning delivery. Subject matter experts in your organization can easily publish videos and assemble tutorials to deliver on-demand and social learning. Collaboration features encourage continuous community feedback. LEARNING COMMUNITIES Create and join top-down or collaborative learning communities to bring together groups of learners around a specific business objective. For example, you can create communities for Sales Training for 2016, New Hire Training or other community topics. Community members can recommend learning items to other members and collaborate socially within the community. Communities can be public, restricted or secret. You can setup communities to enable members to contribute learning items or restrict the contribution to only community managers. The following screen capture illustrates how you join a public learning community as you review the community learning catalog and view the trailer. Joining a Public Learning Community 24

25 Manage a Learning Community Creating a Learning Community 25

26 No steps are necessary to enable this feature. ROLE INFORMATION The following table identifies the Oracle Learning Cloud function security privilege that you need to add to the Employee abstract role. Transaction Analysis Duty Role Name Manage Learning Community Transaction Analysis Duty Role Code WLF_MANAGE_LEARNING_COMMUNITIES KEY RESOURCES For more information, go to Applications Help for the following white paper on My Oracle Support: To get started, review the information about provisioning and configuration in the Oracle Learning Cloud master article (Document ID ) REAL -TIME REPORTS Use the Learning subject areas to report on learning assignments and create compliance-oriented reports. Additionally, you can create reports for learning engagement data related to videos and tutorials. No steps are necessary to enable this feature. ROLE INFORMATION To enable human resource analysts to use the Real-Time Reports feature, you add the following transaction analysis duty role to the Human Resource Analyst job role: Transaction Analysis Duty Role Name Learning Transaction Analysis Duty Transaction Analysis Duty Role Code FBI_LEARNING_TRANSACTION_ANALYSIS_DUTY If you already have a custom version of the predefined Human Resource Analyst job role, then you can add this transaction analysis duty role to your existing custom role. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID ) for instructions on adding new transaction analysis duty roles to existing job or abstract roles. If you are not currently using a custom version of the Human Resource Analyst job role, then you need to create a custom role. You cannot add this transaction analysis duty role to the predefined Human Resource Analyst job role. To create a custom Human Resource Analyst job role, you can do one of the following: 26

27 Copy the predefined Human Resource Analyst job role to create a custom role. Add to it the Learning Transaction Analysis Duty role. Include the custom Human Resource Analyst job role in an HCM data role and provision it to users as appropriate. See the guide Securing Oracle HCM Cloud on the Oracle Help Center for instructions on these tasks. REPORT INAPPROPRIATE CONTENT Report inappropriate content if it violates organizational guidelines. The application sends a notification to the HR Administrator and content owner. The HR Administrator can review the learning content and then disposition the content appropriately. Report Inappropriate Content on the Tutorial KEY RESOURCES To get started, review the following information on My Oracle Support about provisioning and configuration: Oracle Learning Cloud: Master Article (Document ID ) 27

28 For more information on this feature, go to Applications Help for the following topic: Learning Pages: Explained USE YOUTUBE VIDEO SEARCH Enable YouTube Video Search so that learners can search for YouTube videos and use them when creating the tutorials or videos. Learning Administrator can configure the YouTube Video Search and specify parameters such as restricting the videos, license type, maximum search result size, publisher channel or regions. Search for YouTube Videos and Add them to a Section in the Tutorial The Administrator configures the YouTube Video Search provider. 28

29 Setup External Providers Configure YouTube Video Search KEY RESOURCES For more information on this feature, go to Applications Help for the following topic: Configuring YouTube Video Search: Points to Consider 29

30 APPROVE LEARNER-CONTRIBUTED CONTENT Control and maintain quality of the learner-created content with the new approval functionality. The content goes through an approval process before it is made available to all other learners. Use HCM transactions approval management to setup complex approval patterns. Track the approval status of your published items directly from the application and approve from the notification worklist or from the Manage Learners page Contributions content area. Approval Rules for a Learning Item 30

31 Pending Approval Items in the Contributions Content Area in the My Learning Page The learning administrator defines setting in the Global Learning Settings page. The default setting in the transaction management is that any learning item published by any employee does not need any approval. 1. From the Setup and Maintenance menu, go to Manage Approval Transactions for Human Capital Management. 2. Search for Learning and then click Configure for the Learning Item Contribution row. MANAGE FLEXFIELDS FOR COURSES Configure specific fields on courses that is specific to your organization. Learning administrators can use those fields when adding information to courses and learners can use them as search parameters when they search. 31

32 Configuring and Defining the Flexfields in a Course MANAGE PRICING FOR CATALOG ITEMS With the new Price field in the Course, Offering, and Specialization Details pages, the Learning Administrator can capture pricing details of catalog items and users can estimate the training costs. The Price Field Added to a Course, Offering, and Specialization Details Page MANAGE LEARNING COMMUNITIES IN LEARNING ADMINISTRATOR WORK AREA Learning administrators can now create and manage learning communities from the Administrator work area. A learning specialist can work as an administrator for a learning community. After selecting a community from the catalog, you can administer your community from the Community Details page. 32

33 Administrator Work Area MANAGE LEARNING INITIATIVES Create assignments for an offering, course, and specialization automatically by creating a learning initiative. Assign a learning item to a specific group of learners for a specific period. The learning initiatives can be used for required or voluntary assignments, for external and internal certifications, ongoing trainings such as Business and Ethics training and Data Security training. Enroll learners automatically into training by using an initiative. 33

34 Creating a Required Learning Initiative Defining the Advanced Rules for a Learning Initiative DEFINE ASSIGNMENT RULES FOR COURSES Learning administrators can define advanced rules on course assignments aspects such as validity, expiration, and renewal of the assignment. Thereby facilitating the learning administrators to manage internal and external certifications, managers secure their organization with certifications, and the individual learners track the certification period. You can define the course is valid from completion date or from due date and renew the course for a specific period. 34

35 Defining Assignment Rules for Courses MANAGE LEARNING REQUEST ON CATALOG ITEMS Learning Administrators can now set up Courses and Offerings so the learner or manager will have to request assignment for the learner instead of assigning the learner directly to the Course or Offering. These requests are routed to the Learning Administrator who can use the information in deciding to add new courses and offerings to the catalog. Enforce any learner or manager to first request an assignment on courses or offerings. Requesting a Learning Item 35

36 Specifying Details when Requesting a Learning Item The learning administrator defines the initial status of learner-requested assignments to Active. TIPS AND CONSIDERATIONS A learning administrator must approve and activate the requested assignments. ASSIGN LEARNERS WITH NEW PAGE COMPOSER ASSIGNMENT COMPONENTS Using the two new Page Composer Components Required Assignment and Voluntary Assignment, learners can be assigned Learning Items from almost anywhere in HCM application. For example embed the Required or Voluntary Assignment component in the context of a goal or performance review. Managers or learners can create required or voluntary assignments and track the completion. Advanced configuration allows the implementer to lock an HCM flow for a user (such as submission of a compensation plan) until they complete specific required learning items. Configuring and Defining the Assignment Component 36

37 The Assignment Component Embedded in the Performance Review Page Using Page Composer, you must embed the Required Assignment component and Voluntary Assignment component into the application page the same way as with existing Learning components. KEY RESOURCES For more information about customizing pages, see chapter 3 on Page Customization in Customizing the Applications for Functional Administrators. ADD WITHDRAWAL REASON CODE AND COMMENTS Provide a reason and comments when the learner is withdrawn from a course, offering, or specialization. 37

38 Withdrawing Learners from an Assignment LEARNING ADMINISTRATOR MANAGES LEARNERS ASSIGNMENTS Manage your learners, their assignments and initiatives in the Learners page of Administrator work area. You can also add completion and withdrawal dates to the assignment and manage learning requests from your learners, or you can even mark completion of a course for a learner when you have an exemption reason. 38

39 Manage Learning Assignments in the Learners Page of the Administrator Work Area Marking the Learner Assignment as Complete 39

40 MANAGE LEARNING ASSIGNMENTS FOR COURSES Assign a course as well as an offering or specialization to a learner. If the learner is assigned a course, they can decide which offering for the course they would like to attend. Learners Content Area in My Learning Page Where You Can Track Your Assignments TIPS AND CONSIDERATIONS If a learning administrator wants to let the learner decide which offering is most convenient for the learner, then the administrator assigns the learner to the course. If the learning administrator wants a learner to join a specific offering for the course, then the administrator should assign the learner to the offering. 40

41 IMPORT LEARNING DATA USING HDL Use HCM Data Loader to import learning items from third-party Learning Management Systems. Also use it for importing new or existing learning records into Oracle Learning Cloud. For example, import and update the employee's learning records, import legacy courses and offerings and display them in the employee's learning history. Import Data Using the HCM Data Loader IMPORT LEARNING CONTENT ITEMS USING AN API Using the REST API it is possible to bulk upload videos, e-learning content, PDF documents and weblinks to Learning Cloud. This feature requires the usage of a client tool for now. 41

42 FLEXIBLE SECURITY CONFIGURATION Define application users using security roles and privileges and enable them to perform various tasks in the application. The standard seeded roles for Learner, Learner Manager, and Learning Administrator are based on functional and aggregate privileges. You have the flexibility to create custom roles using the Learner, Learner Manager, and Learning Administrator roles restricting the access to features and data in the application. MANAGE PRICING FOR CATALOG ITEMS Attach a price to an offering. The learning administrator can set prices on offerings and on offering access groups to customize the price for specific user populations. Pricing line items are configurable and extensible to facilitate detailed pricing, for example you can have a pricing line item for the actual cost, and another for related travel costs. The total price for a learning item is recorded on the learner's assignment record upon completion of the assignment for historical and reporting purposes. Offering Prices in a Course 42

43 Setting Default Offering Price at Course Level TIPS AND CONSIDERATIONS The learning administrator can override the offerings price by adding a new price to the offering s access group. The price can consist of several line items such as training price, price for materials, travel and accommodation. MANAGE LEARNING REQUEST ON CATALOG ITEMS Set up courses, offerings and specializations to determine how a learner can be signed up. The learning administrator can set courses, offerings and specializations to active, which means learners can be signed up immediately, or the learning administrator can set them to requested, which means the learner will have to request signup. If a course, offering, or specialization is set to requested, the request for signup first goes through an approval process and then it has to be activated by the learning administrator. Learners can request both existing courses, offerings, and specializations and they can request new ones to be added to the catalog. 43

44 Offering Needing Request and Offering Available for Signup The learning administrator has to set the initial status of learner-requested assignments or managerrequested assignments to Requested for the request functionality to be available. TIPS AND CONSIDERATIONS When the learning administrator activates a request for a learner to be signed up for a course, the learning administrator can sign the learner up for an offering at the same time. The learning administrator will sign the learner up for an existing or newly created course, when the learning administrator activates a request for a noncatalog item. TRAINING EFFORT Inform learners of expected time spent on training and record time spent by the learner on training. Maximum expected effort and minimum expected effort gives the learner guidance on the time needed to complete a course and expected effort gives guidance on the time needed to complete each activity in the offering. After completing the training, the actual effort is registered for each learner. Self-paced learning is automatically registered by the application and Instructor-led training is manually added by the learning administrator. 44

45 Expected Effort for an Offering (in the background minimum and maximum effort for the course) CREATE ACTIVITY BY COPY Save time and effort by copying an existing activity and then editing it as needed. 45

46 Copying an Activity to Create another Activity There are no steps to enable this feature. TIPS AND CONSIDERATIONS All fields from the existing activity is copied directly to the new activity, except the activity name which is appended with Copy of. RESIZE PLAYER Adjust the height of the online content player to fit height of the SCORM content packages if they don't adjust automatically within the allotted space. There are no steps to enable this feature. 46

47 MANAGE FLEXFIELDS FOR OFFERINGS Configure specific fields on offerings that is specific to your organization and capture additional information. Learning administrators can use those fields when adding information to offerings and can also use the flex fields in Advanced Search. Learners can view the flexfields and their values in the offering details page. Configuring and Defining Flexfields in an Offering LEARNING ACCESS CONTROL ON CATALOG ITEMS Control learner's access to the catalog items: courses, offerings and specializations. The learning administrator can control if the learner can find a catalog item and how much information is visible to the learner before signing up. Access can be set so all information is visible when searching, only summary information is visible or the catalog item is not visible at all. The learning administrator can set default access at program, specialization, course, and offerings level. 47

48 Learner Access Defined for an Offering TIPS AND CONSIDERATIONS Access control rules only apply prior to having an active assignment on a learning item. REASON CODE FOR CHANGING ACTIVITY STATUS OF COURSE STATUS Give a Reason Code when changing the status for an activity or a course. The Reason Code will help the learning administrator keep track of why a status change was made. 48

49 Adding a Reason Code to an Activity Change There are no steps to enable this feature. TIPS AND CONSIDERATIONS When the learning administrator adds a reason code for changing the course status, he or she can also add an additional text describing the change. REPRESENTATIVE ADDED TO APPROVAL RULES Use the new type of approver, Representative, when defining the Learning Request approvals flow. The Representative is a person associated with the learner, for example, the HR contact for the learner. 49

50 Approval Rules for a Learning Item The learning administrator defines setting in the Global Learning Settings page. The default setting in the transaction management is that any learning item published by any employee does not need any approval. 1. From the Setup and Maintenance menu, go to Manage Approval Transactions for Human Capital Management. 2. Search for Learning and then click Configure for the Learning Item Contribution row. VIEW APPROVAL DETAILS The manager and learning administrator can now view the approval details for Requested, Request Rejected, and Request Approved assignments for people in their management chain. 50

51 View Approval Details MANAGE VALUE CALLS FROM SCORM CONTENT Manage when value calls are sent from the SCORM content to the server by configuring an attribute on the content details page. 51

52 Manage When Value Calls are sent from SCORM Content to Server CONTENT NUMBER FOR CONTENT Reference the content with the content number generated by the application and shown on the content details page. Content Number for Content on the Content Details Page 52

53 ADDITIONAL SEARCH PARAMETERS ON LEARNERS PAGE Experience a better search for people in the Learners content areas by using the additional search parameters. The set of search parameters are now similar to what is found in Person Directory. Additional Search Parameters in the Learners Content Area EXPECTED EFFORT SHOWN IN NONCATALOG ITEM REQUESTS View the expected training hours when working with a noncatalog learning item request as a learning administrator. 53

54 Expected Effort in Noncatalog Learning Items OPTIONAL DESCRIPTION FIELD FOR ASSIGNMENTS AND INITIATIVES Create an assignment or initiative without providing the Description because it is no longer a required field. 54

55 Optional Description Field When Creating Assignments and Initiatives LEARNERS FROM LEARNERS PAGE Send an to learners and managers directly from the Learners page in the Administrator work area. 55

56 Send from Learners Page in the Administrator Work Area AUTOMATIC CREATION OF ASSIGNMENT NAME AND INITIATIVE NAME Find the assignment name and initiative name appearing automatically when you create an assignment or an initiative. This helps you create an assignment or initiative faster. The names are in the following format: Adhoc Assignment <Current Date> <Learning Item Title> <Current Date> 56

57 Assignment Name Appearing During Creation of Assignment TIPS AND CONSIDERATIONS The learning administrator can retain the assignment or initiative name or modify it as required. CONFIGURABLE WEBLINK CONTENT Configure the weblink content to mark the learner as completed or incompleted on the assignment when the weblink is opened. If you don t select the option, the learning item is not marked as complete for the learner and the learning administrator has to mark the completion manually. 57

58 Configuring Weblink for Marking Completion of Learning Item CHANGED OFFERING ACCESS DEFAULT The default for offerings access groups is now taken from the system default. Earlier the default for offering access groups was taken from the course default access group. 58

59 Manage Default Access for Offerings HCM CLOUD MOBILE VIEWING OFFLINE LEARNING IN ORACLE LEARNING CLOUD You can now save and view learning assignments and access them at your convenience. 59

60 Offline Learning on your Mobile Device There are no steps needed to enable this feature. KEY RESOURCES For more information see the follow topic in Application Help: My Learning on a Mobile Device: Explained AUTHENTICATING OFFLINE LEARNING You can now enhance security by using fingerprint authentication for viewing offline learning. Authenticate using the following options: Fingerprint Required: Requires fingerprint to authenticate the user Fingerprint Not Required: Fingerprint is not required but passcode is required, if enabled. If passcode is not enabled on the mobile device, you cannot access offline learning. Disabled: You cannot access offline learning. There are no steps needed to enable this feature. 60

61 KEY RESOURCES For more information see the follow topic in Application Help: Profile Options in Oracle HCM Cloud: Explained NATIVE MOBILE Accelerate learning using the Oracle HCM Cloud native mobile application, which provides the ability for the learner to complete and review required items from the convenience of their mobile device. With offline support, learners can complete their learning at any time. When a device connects online again, it synchronizes the learning assignment progress and completion status with the server. KEY RESOURCES 61

62 To get started, review the following information on My Oracle Support about provisioning and configuration: Oracle Learning Cloud: Master Article (Document ID ) ENHANCED LEARN CLASS PLAYER Use the enhanced Learn feature in Android by accessing the offering details page, where you can view, start, or resume offering activities. Now, you can give your feedback and submit an evaluation. To use the Learning feature, the profile option TAP_ENABLE_LEARN must be set to Y. 62

63 CAREER AND SUCCESSION CAREER DEVELOPMENT Oracle Fusion Career Development provides tools for workers and managers to manage their career interests and development plan. These tools include: Recommendations on roles based on workers qualifications Comparisons to target roles and required development needs for workers Management of roles of interest to the worker Comprehensive development plan for workers to establish development goals and manage development progress ENHANCED USER INTERFACE FOR THE EXPLORE ROLES TILE Recommend roles using the new user interface for the Explore Roles tile. Use the new UI for the Explore Roles tile to view: Roles that were recommended to workers by their managers and HR Roles that best match a worker s competency levels and other profile attributes Explore Roles Tile on the My Career Development Page 63

64 Explore Roles Tile on the Career Development Page NEW CAREERS OF INTEREST TILE Help workers to view their roles of interest in the new Careers of Interest tile. Workers can now use the new tile to review or remove roles added to their Careers of Interest list. 64

65 Careers of Interest Tile on the My Career Development Page Careers of Interest Tile on the Career Development Page ENHANCED ROLE PAGE Improve the user experience with the enhanced role page. Help managers and workers to identify role requirements, view potential areas for development, and add goals to address any development areas. Help managers to recommend the role to a report. Help workers to add the role to the careers of interest list and identify colleagues in the role to mark them as favorites for future interactions. 65

66 Enhanced Role Page ENHANCED ROLE SEARCH CRITERIA Expand the search results for roles in the organization using the enhanced search criteria in the Explore Roles tile. You can now enter and search for any text in the search box, and find all roles that contain that text in their title. 66

67 Enhanced Search Criteria on the Explore Roles Tile 67

68 GOAL MANAGEMENT Using Oracle Fusion Goal Management, you can transform business objectives into goals across various organization levels, providing a clear line of sight from managers to employees. Business leaders can communicate high-level initiatives, which managers can translate into goals for their employees. USER ACCESS TO A WORKER GOALS SUMMARY ON THE PERSON SPOTLIGHT PAGE You can now enable users to access the summary of a worker s performance goals on the worker s Person Spotlight page. Depending on your role and security privileges, you can view the goal-related content on the Goals tab on a worker s Person Spotlight page. Use role delegation to allow other users to access a worker s Person Spotlight page and view goal data. The Goals tab is available on a worker s Person Spotlight page only if your role is assigned a person security profile that allows access to the worker s data and inherits one of the following aggregate privileges: Manage Performance Goal by HR Manage Performance Goal by Manager Manage Performance Goal by Worker Goals Tab on the Worker s Person Spotlight Page 68

69 TIPS AND CONSIDERATIONS You assign a person security profile to a role using the Manage Data Role and Security Profiles task in the Setup and Maintenance work area. Users who have access to the summary of a worker s Person Spotlight page can delegate their access to other users by using role delegation. You delegate a role to another user on the Edit User Account Details page. To open the Edit User Account Details page, select About Me > My Account on the Home page. SEPARATED DATA ROLE MANAGEMENT FOR ADMINISTRATIVE USERS OF GOAL MANAGEMENT You can now create separate data roles for users who administer worker performance goals data. These data roles must be based on a role that inherits the Manage Performance Goal by HR aggregate privilege. Data security implementation for administrative tasks in Goal Management is now separate from that used in other products in Talent Management. This design allows independent configuration of data security policies for administrative users of Goal Management. TIPS AND CONSIDERATIONS Administrative users can delegate their functional and data security privileges to other users by using role delegation. When you delegate a data role that inherits the Manage Performance Goal by HR aggregate privilege to another user, the user can access the worker population defined by the person security profile assigned to the data role and the following pages in the Goals work area: Administer Goals Mass Assign Manage Goal Plans Manage Goal Plan Sets You delegate a role to another user on the Edit User Account Details page. To open the Edit User Account Details page, select About Me > My Account on the Home page. 69

70 SIMPLIFIED MY ORGANIZATION PANEL TAB You can now use the simplified My Organization panel tab in the Goals work area to view people in your organization. To simplify the tab and enhance the user experience, the My Dotted-Line Reports section was removed from the My Organization option on the My Organization panel tab. To view dotted-line reports, managers can continue using the Dotted-Line Reports option on the View menu on the My Team Goals page. The Simplified My Organization Option on the My Organization Panel Tab in the Goals Work Area WORKER PERFORMANCE GOALS MANAGEMENT ON THE PERSON SPOTLIGHT PAGE You can now enable users to access a worker s Goals page on the worker s Person Spotlight page. Depending on your role and security privileges, you can view and manage the goal-related content on the Goals tab on the Person Spotlight page. The Goals tab is available on the Person Spotlight page only if your role is assigned a person security profile that allows access to the worker s data and inherits one of the following aggregate privileges: Manage Performance Goal by HR Manage Performance Goal by Manager Manage Performance Goal by Worker 70

71 Goals Tab on a Worker s Person Spotlight Page TIPS AND CONSIDERATIONS Users who have access to a worker s Person Spotlight page can delegate their access to other users by using role delegation. You delegate a role to another user on the Edit User Account Details page. To open the Edit User Account Details page, select About Me > My Account on the Home page. SUPPORT FOR PURGING TRANSIENT ESS DATA Reduce consumption of database storage using the new ESS process Purge Goal Mass Request Data. You can schedule the process to run periodically to purge the transient system data. You can use the Purge Goal Mass Request Data process type in the Manage Goal Scheduled Process page to periodically purge the transient system data. By default, the purge start date is 15 days before the current date. You can purge goals data up to three days before the current date. 71

72 KEY RESOURCES For more information, go to Applications Help for the following topic: Manage Goal Scheduled Process Parameters for Goal Management 72

73 PERFORMANCE MANAGEMENT Oracle Fusion Performance Management supports features and functions for measuring and reporting worker performance. ADD PARTICIPANT PROCESS SIMPLIFICATION You can manage participant feedback more easily. Using the enhanced Add Participants action, you can search for and add direct reports of the worker being evaluated, and add participants you ve previously selected to add them again with a new request role. Search is now person-based, rather than assignment, to more accurately locate your search target. Send requests for participant feedback to individuals using the new Send Request button in the participant table. For group requests, you can continue to use the Send Requests button at the table level. To make it easier to see, the Feedback Received table and Role Description information was moved onto the Manage Participant Feedback page from the panel drawer. Managers can only be notified once when for each participant request, reducing the number of notifications. Use the Enhanced Add Participants Action to More Quickly Search for and Add Participants 73

74 Feedback Received and Role Description were Moved to Make Them More Visible KEY RESOURCES For more information, see the following topics in Applications Help: Feedback Requests: Explained topic 74

75 PROFILE MANAGEMENT Oracle Fusion Profile Management provides a common foundation for the Oracle Fusion talent suite of products and other Oracle Fusion applications to retrieve, insert, and update talent profile information. Profile Management also supports the HR specialists, line managers, matrix managers, and employees in performing critical HR talent functions. Managing people and job profiles, career planning functions, managing, and tracking talent data can be also done through Profile Management. ATTACHMENT SUPPORT FOR HCM DATA LOADER Upload attachments such as resumes or documents when uploading person profile information using HCM Data Loader. KEY RESOURCES For more information, review HCM Data Loader User s Guide (My Oracle Support Doc ID: ). PERSON-RECORD KEYWORD SEARCHES You can now ensure consistency with person searches across applications and improved application performance for regular searches. Person searches in Profile Management use the same keyword search engine used by the Person Management work area. Profile Management no longer automatically appends every person keyword search with %. By automatically appending the %, the search included the CONTAINS clause. Therefore, the search results included all person names that contained the search term. Now, the application searches for the specific text only. When you manually append the search term with the percent sign, % (without quote signs), the application search will include the CONTAINS clause. 75

76 TIPS AND CONSIDERATIONS The following table shows person-record keyword searches in Profile Management that use the same search engine as the Person Management work area. Task Search Page or Dialog Box Navigation Create or Edit Competencies Create or Edit Special Projects Model Profiles, Add to Careers of Interest Search and Select: Reviewer ID Search and Select: Contact Search and Select: PersonsSelected Create or Edit Competencies on the Skills and Qualifications page for a person Create or Edit Special Projects on the Skills and Qualifications page for a person Select the Add to Careers of Interest action in the Results section on the Model Profiles page KEY RESOURCES For more information, go to Applications Help for the following topic: Person-Record Keyword Searches: Explained topic 76

77 RECRUITING The following shows new features available through HCM Cloud Mobile for Recruiting. HCM CLOUD MOBILE SIMPLIFIED HIRING MANAGER EXPERIENCE The Hiring Manager Experience feature is available as part of HCM Cloud and provides access to hiring manager functions with a simplified web experience. You can use the Hiring Activities page to view pending tasks related to requisition and offer approval, review the requisition or offer details before deciding to approve or decline the requisition. You can also pass an approval task to another user. The offer or requisition is routed to the next approver in the approval flow. Simplified Hiring Activities Page ADDITIONAL CAPABILITIES IN HCM MOBILE COMPOSER You can enhance candidate cards using the HCM Mobile Composer. You can configure the content and layout of candidate cards, candidate files, candidate lists, and requisition lists displayed on Hiring Manager Experience. Available only on iphone and ipad devices, the Mobile Composer can be used in the Taleo Talent Cloud Administration product. 77

78 TALENT REVIEW AND SUCCESSION MANAGEMENT Oracle Fusion Talent Review is an analytic product enabling your organization to review and evaluate data from the profile, performance, goals, and compensation management solutions. Using Oracle Fusion Succession Management, you can create succession plans to replace key personnel. Succession plans identify workers who are ready now, or can develop the necessary skills, for jobs and positions that aren't currently vacant, ensuring, a smooth transition and help you to manage candidate development. NEW SHOW DETAILS DIALOG You can now use Person Spotlight to access details of succession plan candidates and talent pool members. On the Succession Planning overview page you select a candidate name on the sunburst and use the Show Details feature to open Person Spotlight. On the Create and Edit Succession Plans: Select Candidates page, you can also open Person Spotlight. You can also now open Person Spotlight from the Talent Pools Select Members page that appears in the create and edit talent pools trains. Select the worker name to open Person Spotlight in both the succession plan and talent pool pages. On Person Spotlight, you can view additional data about the worker, such as person and employment information, goals, performance ratings, and compensation. 78

79 In the Succession Planning Work Area, Click the Show Details Link to Open Person Spotlight 79

80 Person Spotlight Lets You View Details of the Succession Plan Candidate, or Talent Pool Member ROLE INFORMATION If you are not using the predefined reference roles, then you need to ensure that the duty role that secures the Succession Plans work area is mapped to relevant job roles. This table identifies the required duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID ) for instructions on implementing new features in existing roles. Duty Role Succession Plan Management Duty ORA_HRM_SUCCESSION_PLAN_DUTY Job or Abstract Role Human Resource Specialist Line Manager 80

81 TIPS AND CONSIDERATIONS From the Succession Planning work area, Person Spotlight opens to the Succession Planning card. From the Succession Plans Select Candidates page, Person Spotlight opens to the Succession Planning card. From the Talent Pools Select Members page, Person Spotlight opens to the person s public information card. When you click Done in Person Spotlight, you return to the Succession Planning overview page, the Create or Edit Succession Plans train, or the Select Member page of the Create or Edit Talent Pools train. ABILITY FOR MANAGERS TO EDIT SUCCESSION PLAN DETAILS Managers can now edit succession plan details by accessing the plan from the organization chart or Person Spotlight. They can now edit plan details, and are no longer restricted to editing candidate information only. They can, for example, add additional owners after the plan has been created. In Person Spotlight, managers can use the Career Planning card to access and edit succession plans. From the Information section of the organization chart in the Succession Planning work area or the main Directory, managers can click the number of plans in the Succession Candidates section to open the Career Planning card. From there, they can open a succession plan to edit it. To use the Succession Candidates section on the organization charts, managers must be granted the View Succession Plan Duty (ORA_HRM_SUCCESSION_PLAN_VIEW_DUTY) and the View Manager Hierarchy security profile. In addition, the Succession Candidates section must be added to the organization charts using Page Composer. 81

82 Managers Can Access Succession Plans from the Succession Planning Card to Edit Details Managers Can Edit All Details of the Succession Plans They Open from the Succession Planning Card ROLE INFORMATION If you are not using the predefined reference roles, then you need to ensure that the duty role that secures manager access to the plans in Person Spotlight and organization chart is mapped to relevant job roles. This table identifies the required duty roles and suggests target job and abstract roles. You can add the duty role to different roles if you prefer. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID ) for instructions on implementing new features in existing roles. Duty Role View Succession Plan ORA_HRM_SUCCESSION_PLAN_VIEW_DUTY Line Manager Abstract ORA_PER_LINE_MANAGER_ABSTRACT Manage Succession Plan Candidate ORA_HRM_SUCCESSION_PLAN_CANDIDACY_MANAGEMENT_DUTY Line Manager Line Manager Job or Abstract Role Human Resource Specialist Line Manager 82

83 TIPS AND CONSIDERATIONS Managers must have the View Succession Plan Duty role to view the plans. Managers still must have the Administrator Type role for a plan to update it, but they can update candidate information with the Candidate Manager role. ADVANCE SEARCH OPTION HIDDEN FOR CANDIDATE AND MEMBER SEARCH You now search for succession plan candidates and talent pool members using basic search. Advance search is now hidden by default. For succession plans, the change appears on the Select and Add: Candidates dialog box you open from the Select Candidates page. For talent pools, the change occurs on the Select and Add: Members dialog box you open from the talent pools Select Members page. ROLE INFORMATION If you are not using the predefined reference roles, then you need to ensure that the duty role that secures the Succession Planning work area is mapped to relevant job roles. This table identifies the required duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID ) for instructions on implementing new features in existing roles. Duty Role Succession Plan Management Duty ORA_HRM_SUCCESSION_PLAN_DUTY Job or Abstract Role Human Resource Specialist Line Manager TIPS AND CONSIDERATIONS If advance search is still needed, you can expose it using Page Composer. TALENT REVIEW SUBMISSION PROCESS You can use an Oracle Enterprise Scheduler job to submit talent review meeting data to Profile Management automatically while you proceed to other tasks. By configuring the talent review template, you can specify the size of the review population that triggers the use of the automatic processing job. Using an Oracle Enterprise Scheduler job, you no longer need to wait for the talent review meeting to submit. Turning on the new process is optional. You can continue to submit your review meetings instantly as well. To turn on the process, in the template, in the Submission Process Threshold field, enter the number of workers in the review population above which a scheduled process starts to automatically update 83

84 ratings when the facilitator submits the meeting. Upon submitting the meeting, a message appears informing the facilitator of the process job number. The facilitator can use the Scheduled Processes task to track the status. If you enter no threshold number, when the facilitator submits the meeting, the ratings are updated to the worker profiles without a scheduled process. Two new meeting statuses are available to display in the legend on the Talent Review overview page to track the submission process status: Submission Process Error and Submission Process in Progress. The statuses are hidden by default. Enter a Number in the Submission Process Threshold Field to Activate the Submission Process TIPS AND CONSIDERATIONS To display the new legend items for the submission process status on the Talent Review Overview page, use Page Composer. KEY RESOURCES For more information, go to Applications Help for the topics: Talent Review Template: Explained What happens when I submit a talent review meeting? 84

85 TALENT MANAGEMENT TRANSACTIONAL BUSINESS INTELLIGENCE Oracle Fusion Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle Fusion application users to create ad hoc reports and analyze them for daily decision-making. Oracle Fusion Transactional Business Intelligence provides human resources managers and specialists, business executives, and line managers the critical workforce information to analyze workforce costs, staffing, compensation, performance management, talent management, succession planning, and employee benefits. ENHANCEMENTS FOR LEARNING NEW SUBJECT AREA FOR WORKFORCE LEARNING: WORKFORCE LEARNING REAL TIME This new subject area reports on learning events, items, item owners, and consumers. You can report on count of events, duration of learning items, count of workers who completed the learning item assigned to them, status of learning, and so on. If you use the predefined reference roles, then no steps are necessary to enable this feature. Otherwise, you must assign relevant security privileges to your roles to enable this feature. See Role Information (below) for details. ROLE INFORMATION To enable human resource analysts to use the Real-Time Reports feature, you add the following transaction analysis duty role to the Human Resource Analyst job role: Transaction Analysis Duty Role Name 'Workforce Transaction Analysis Duty' Transaction Analysis Duty Role Code FBI_LEARNING_TRANSACTION_ANALYSIS_DUTY If you already have a custom version of the predefined Human Resource Analyst job role, then you can add this transaction analysis duty role to your existing custom role. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID ) for instructions on adding new transaction analysis duty roles to existing job or abstract roles. If you are not currently using a custom version of the Human Resource Analyst job role, then you need to create a custom role. You cannot add this transaction analysis duty role to the predefined Human Resource Analyst job role. 85

86 To create a custom Human Resource Analyst job role, you can do one of the following: Copy the predefined Human Resource Analyst job role to create a custom role. Add to it the Learning Transaction Analysis Duty role. Include the custom Human Resource Analyst job role in an HCM data role and provision it to users as appropriate. See the guide Securing Oracle HCM Cloud on the Oracle Help Center for instructions on these tasks. ENHANCEMENTS FOR TALENT MANAGEMENT NEW SUBJECT AREA FOR WORKFORCE TALENT REVIEW: TALENT REVIEW TASKS REAL TIME This reporting subject area allows users to create analyses for tasks associated with talent review meetings. With the Workforce Talent Review - Talent Review Tasks Real Time subject area, you can use the new task details, owners, assignees, associated worker subject area, and other dimensions to build more detailed analyses about Talent Review meetings. Managers can now run analyses to view tasks assigned to them. You can use the new subject area to create analysis for tasks created on the Talent Review dashboard, or the Manage Talent Review Notes and Tasks page. New Talent Review Task Attributes Increase Analysis Flexibility 86

87 New Talent Review Task Attributes Add Ability to View the Meeting Tasks in an Analysis If you use the predefined reference roles, then no steps are necessary to enable this feature. Otherwise, you must assign relevant security privileges to your roles to enable this feature. See Role Information (below) for details. ROLE INFORMATION If you are not using the predefined reference roles, then you need to ensure that the transaction analysis duty role that secures the new subject area is mapped to relevant job roles. This table identifies the required transaction analysis duty role and suggests target job and abstract roles. You can add the duty role to different roles if you prefer. See the Upgrade Guide for Oracle HCM Cloud Applications Security (My Oracle Support document ID ) for instructions on implementing new features in existing roles. Transaction Analysis Duty Role FBI_TALENT_REVIEW_TRANSACTION_ANALYSIS_DUTY Job or Abstract Role PER_HUMAN_RESOURCE_ANALYST_JOB 87